Step 1: Create Your Profile

After submitting your profile, we will send a temporary password to the provided email address so you can log in, create a permanent password, and move on with the Sign Up process. In Step 2, you will complete the Risk Tolerance Questionnaire and schedule a time to speak with an Investment Advisor Representative about your new relationship with RamseyInvesting.com!

Account Holder Information

First Name:

*

Middle Name:

Last Name:

*

Nickname:

DOB:

MM/DD/YYYY *

Email:

*

Re-type Email:

*

Home Address

Street:

* (no P.O. Box)

State:

*

Zip:

*

City:

*

Home Phone:

*

Preferred phone

Work Phone:

Preferred phone

Cell Phone:

Preferred phone

Mailing Address (if different than home address)

Street:

State:

Zip:

City:

Additional Account Holder

First Name:

Middle Name:

Last Name:

Nickname:

DOB:

MM/DD/YYYY

Tax Information

Please let us know your most recently filed income and taxes paid figures without dollar signs or commas.

Account Holder

Additional Account Holder

Total taxes paid in previous tax year (in $) 1 :

Adjusted Gross Income (AGI) in previous tax year (in $) 2 :

1 This can be found on line 60 of your 2017 income tax return

2 This can be found on line 37 of your 2017 income tax return

Other Information

Security Question:

*

Answer:

*

How did you hear about us?

Name (so that we may thank them):

IMPORTANT DISCLOSURE INFORMATION

I/we have read and understand the Important Disclosure Information found here *

WEBSITE ACCESS ACKNOWLEDGMENT

Please read through and click "I/we agree to the website acknowledgment" before clicking the 'Done' button.

By selecting the "I/we agree" button, I elect to participate in the password-protected access portion of the RamseyInvesting.com internet website. I understand that my participation will allow me to review certain investment-related information published by RamseyInvesting.com and unaffiliated third parties. This password-protected access is made available to me free of charge. This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure website
intended only to allow a client access to information relative to
his/her/its specific account. I also understand that I will create my
own individual password. I agree not to share my password with any
other person. I understand that RamseyInvesting.com's internet website does not
provide me with the ability to direct account transactions (i.e., place
orders, make withdrawals, etc.), except for access that may be provided
by the account custodian. I hereby release and hold RamseyInvesting.com, presented by Ramsey & Associates, Inc., harmless from
any adverse consequences relative to any failure by me to keep the
identity of my password secure.